Need Additional Help? If you need further assistance after reading this article, please contact the IT helpdesk via email at techsupport@baypath.edu or by phone at (413)565-1487.
Accessing the Checklist
-
From a web browser, sign in to Paycom.
If you need a reminder, here are the instructions for how to do so.
-
Select the notification bell icon in the upper-right corner of the screen.
-
Select the notification that says Employee Data Verification Checklist.
-
You will see the checklist with the different tasks. Select Start to open each task.
Employee Data Verification Checklist Task
-
Select Start next to the Employee Data Verification Checklist task.
-
Read the acknowledgement and then select Acknowledge.
-
You will be redirected back to the checklist.
Address and Contact Information Task
-
Select Start next to the Address and Contact Information task.
-
A window with instructions will pop up. After reading, select Start.
-
Verify that your email address, phone number, and emergency contacts are correct.
-
Under Phone Number, enter your country code and 10-digit phone number. Select the phone type.
You will need to verify your phone number after adding it. Here are the instructions for verifying your phone number.
-
Under Addresses, make any necessary changes.
-
Under Emergency Contacts, select Add Emergency Contact.
-
Enter the emergency contact information, then select Add.
-
Select Update at the bottom of the page.
-
You will be redirected back to the checklist.
Tax Setup Information Task
-
Select Start next to the Tax Setup Information task.
-
A window with instructions will pop up. After reading, select Start.
-
On the Federal tab, ensure the information is correct.
-
Select the State/Local tab. You will see each state for which you have tax information.
-
Select each state’s subtab, and ensure the information is correct.
-
Once you are finished, select Acknowledge and Sign at the bottom of the page.
-
On the Confirm pop-up, ensure that the information is correct. Then, select Sign.
-
On the Sign [Form W-4] pop-up, check the box next to “Under penalties of perjury, I declare that I have examined the information provided and, to the best of my knowledge and belief, it is true, correct, and complete.”
-
When you check the box, you will be prompted to sign. Select Type in to type your signature.
-
Enter your full name in the Your Name: field.
-
Select Sign when finished.
-
You will be redirected back to the checklist.
EEO Voluntary Information Task
-
Select Start next to the EEO Voluntary Information task.
-
A window with instructions will pop up. After reading, select Start.
-
Check the appropriate boxes in the Gender and Race/Ethnicity sections.
-
Under Disability Status, select View Invitation to Self-Identify.
-
If you see a pop-up that says Leave site? select Leave.
-
A new page will open.
-
Check the appropriate box, then select Save and Submit.
-
On the Sign [Voluntary Self-Identification of Disability (Form CC-305)] pop-up, check the box after reading the acknowledgement.
-
When you check the box, you will be prompted to sign.
-
Select Type in. Your signature from the previous step was saved.
-
Select Sign.
-
Under Protected Veteran Status, select View Invitation to Self-Identify.
-
A new page will open.
-
Enter the appropriate information, then select Save and Submit.
-
On the Sign [Veteran Invitation to Self ID Veteran Status (VETS 4212)] pop-up, check the box after reading the acknowledgement.
-
When you check the box, you will be prompted to sign.
-
Select Type in. Your signature from the previous step was saved.
-
Select Sign.
-
Once finished, select Update.
-
You will be redirected back to the checklist.
Direct Deposit Setup Task
-
Select Start next to the Direct Deposit Setup task.
-
A window with instructions will pop up. After reading, select Start.
-
Ensure that the information is correct.
-
When finished, select Approve and Sign.
-
On the Acknowledge and Sign pop-up, check the box after reading the acknowledgment.
-
When you check the box, you will be prompted to sign.
-
Select Type to type your signature.
-
Type your full name in the Click Here to Type field.
-
Select Sign.
-
You will be prompted for Two-Factor Authentication. Select the method to receive the authentication code, then select Next.
-
Enter the code you received in the 6-Digit Verification Code field. Select Submit.
-
You will be redirected back to the checklist.
You have now finished your checklist!